See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,394 | $39,122+26.3% | $57,179-13.6% | $62,891-21.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.30% | 9.23%-8.9pp | 14.59%-14.3pp | 20.14%-19.8pp |
| Employer contribution / active EE | $2,207 | $1,874+17.8% | $2,682-17.7% | $2,281-3.2% |
| Participant deferral / active EE | $3,672 | $2,374+54.7% | $3,096+18.6% | $3,203+14.7% |
| Admin fee / account holder | $2,346 | $2,592-9.5% | $3,139-25.3% | $4,296-45.4% |